Institutions seize the spring market and focus on the brain computer interface and innovative drug track

【Market Analysis of Pharmaceutical Network】Since the beginning of 2026, institutional investors such as public funds have focused their research on popular concepts, reflecting their eagerness to seize the spring market. Among them, the brain computer interface is fully reflected in the research list of public funds starting in 2026, and Entropy Technology has become the "popularity king" of research, attracting 132 institutions to participate.
 

According to the research conducted by Entropy Technology, its subsidiary Entropy Cloud Brain Machine relies on core technologies such as multimodal visual analysis to layout in the field of intelligent brain machines, focusing on three major application scenarios: elderly care, medical care, and education. The prototype of the brain machine is progressing according to plan; At present, the business focus is on marketing and brand promotion, which will not have a significant impact on revenue in the short term, and there is uncertainty about future performance contributions.
 

According to industry insiders, Entropy Technology has received research from 132 institutions, which reflects the combination of policy support, technological breakthroughs, and scenario implementation, reflecting the institutions' layout for the new industry track in the future. It is reported that Entropy Technology's brain computer business relies on the multimodal data fusion technology of "EEG+EOE+EMG", and has formed a clear path for scenario implementation - health monitoring and emergency response in the elderly care field, early disease screening and rehabilitation assistance in the medical field, attention training and personalized teaching in the education field. Its independently developed products such as brain rings and EEG earphones can achieve high-precision acquisition of μ V level EEG signals, with a diagnostic accuracy rate of over 92% in early screening of Alzheimer's disease. Its technical strength has passed the national medical device registration inspection, laying the foundation for commercialization.
 

In addition to brain computer interfaces, the field of innovative drugs has also become a core battlefield for institutional research, such as Chengdu Pioneer, Lizhu Group, and Chengda Pharmaceutical. Among them, Chengdu Pioneer received research from 74 institutions.
 

According to research, Chengdu Pioneer is a platform based R&D enterprise focused on source discovery of new drugs, with a core strategy of building a large-scale, efficient, and scalable drug discovery system. Its core underlying technology platform group is the trillion level DNA encoded compound library (DEL), which has empowered over 1000 research and development projects for more than 600 customers worldwide. The strategy is deepening vertically along the R&D value chain and introducing AI and automation technologies, while horizontally expanding the boundaries of capabilities. In the future, it will focus on the discovery, optimization, and transformation of new tool molecules and therapeutic molecules, exploring diversified models to release the value of R&D achievements. In the field of DEL, the "DEL For" pathway expands the space of traditional difficult to break through targets such as PPI and GPCR, while the "DEL Plus" pathway promotes integration with protein science, AI/ML, and other technologies. The physical molecular library has been expanded to emerging drug forms such as PROTAC and peptides.
 

Lizhu Group conducted institutional research on the current progress and product positioning strategy of the company's Laikangqita monoclonal antibody IL-17A/F project, which is of concern to the institution; Sales progress, future sales strategies, and market positioning of aripiprazole microspheres; Layout of GnRH drugs; The company has responded with regards to innovative pipelines in the field of psychiatry/neurology. The company stated that in the field of targeted drugs for mental/neurological innovation, it is currently developing NS-041, a novel highly selective potassium channel KCNQ2/3 activator that can regulate the excitability of dopamine neurons in the ventral tegmental area of the midbrain, thereby improving related epilepsy and depression symptoms.
 

Chengda Pharmaceutical stated in an institutional survey that the company's current small nucleic acid business mainly focuses on phosphoramidite monomers and GalNAc delivery systems. At the same time, in order to meet the requirements of different customers, the company can also provide process development and production of modified monomers. In addition, the company's cell therapy "myocardial infarction project" and "cerebral infarction project" have completed the design, installation, commissioning, and confirmation of GMP factory buildings and facilities and equipment; The technology transfer of primary isolation, culture, and cryopreservation of umbilical cord mesenchymal stem cells has been completed, and seed bank, main cell bank, and working cell bank have been established; Develop and validate analytical methods; Initiate process validation and prepare for IND declaration.
 

From the research trends since the beginning of the year, it can be seen that under the dual drive of policy empowerment and technological iteration, emerging tracks with long-term growth logic such as brain computer interfaces and innovative drugs may have become the core direction of capital market layout.
 

Disclaimer: Under no circumstances shall the information or opinions expressed in this article constitute investment advice to anyone.